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4. Distributed
Autonomous
Robotic Systems
Roderich Groß · Andreas Kolling
Spring Berman · Emilio Frazzoli
Alcherio Martinoli · Fumitoshi Matsuno
Melvin Gauci Editors
The 13th International Symposium
Springer Proceedings in Advanced Robotics 6
Series Editors: Bruno Siciliano · Oussama Khatib
5. Springer Proceedings in Advanced Robotics
Series editors
Prof. Bruno Siciliano
Dipartimento di Ingegneria Elettrica
e Tecnologie dell’Informazione
Università degli Studi di Napoli
Federico II
Via Claudio 21, 80125 Napoli
Italy
E-mail: siciliano@unina.it
Prof. Oussama Khatib
Robotics Laboratory
Department of Computer Science
Stanford University
Stanford, CA 94305-9010
USA
E-mail: khatib@cs.stanford.edu
Editorial Advisory Board
Gianluca Antonelli, University of Cassino, Italy
Dieter Fox, University of Washington, USA
Kensuke Harada, Osaka University, Japan
M. Ani Hsieh, University of Pennsylvania, USA
Torsten Kröger, Karlsruhe Institute of Technology, Germany
Dana Kulić, University of Waterloo, Canada
Jaehung Park, Seoul National University, South Korea
6
6. More information about this series at http://www.springer.com/series/15556
7. Roderich Groß • Andreas Kolling
Spring Berman • Emilio Frazzoli
Alcherio Martinoli • Fumitoshi Matsuno
Melvin Gauci
Editors
Distributed Autonomous
Robotic Systems
The 13th International Symposium
123
9. Foreword
Robots! Robots on Mars and in oceans, in hospitals and homes, in factories and
schools; robots fighting fires, making goods and products, saving time and lives.
Robots today are making a considerable impact from industrial manufacturing to
healthcare, transportation, and exploration of the deep space and sea. Tomorrow,
robots will become pervasive and touch upon many aspects of modern life.
The Springer Tracts in Advanced Robotics (STAR) was launched in 2002 with
the goal of bringing to the research community the latest advances in the robotics
field based on their significance and quality. During the past 15 years, the STAR
series has featured publication of both monographs and edited collections. Among
the latter, the proceedings of thematic symposia devoted to excellence in robotics
research, such as ISRR, ISER, FSR, and WAFR, have been regularly included in
STAR.
The expansion of our field as well as the emergence of new research areas has
motivated us to enlarge the pool of proceedings in the STAR series in the past few
years. This has ultimately led to launching a sister series in parallel to STAR. The
Springer Proceedings in Advanced Robotics (SPAR) is dedicated to the timely
dissemination of the latest research results presented in selected symposia and
workshops.
This volume of the SPAR series brings the proceedings of the thirteenth edition
of the DARS symposium on Distributed Autonomous Robotic Systems, whose
proceedings have been previously published within STAR. This symposium took
place at the Natural History Museum in London from November 7th to 9th, 2016.
The volume edited by Roderich Groß, Andreas Kolling, Spring Berman, Emilio
Frazzoli, Alcherio Martinoli, Fumitoshi Matsuno, and Melvin Gauci contains 47
scientific contributions organized in seven chapters. This collection focuses on
robotic exploration, modular and swarm robotics, multi-robot control, estimation,
planning, and applications.
v
10. From its excellent technical program to its warm social interaction, DARS
culminates with this unique reference on the current developments and new
advances in distributed autonomous robotic systems—a genuine tribute to its
contributors and organizers!
Naples, Italy Bruno Siciliano
Stanford, CA, USA Oussama Khatib
November 2017 SPAR Editors
vi Foreword
11. Preface
These proceedings contain the papers presented at DARS 2016, the 13th
International Symposium on Distributed Autonomous Robotic Systems, which was
held at the Natural History Museum in London, UK, from November 7th to 9th,
2016. The goal of DARS is to provide a forum for scientific advances in the theory
and practice of distributed autonomous robotic systems. Distributed robotics is an
interdisciplinary and rapidly growing area, combining research in computer science,
communication and control systems, and electrical and mechanical engineering.
Distributed robotic systems can autonomously solve complex problems while
operating in highly unstructured real-world environments. They are expected to
play a major role in addressing future societal needs, for example, by improving
environmental impact assessment, food supply, transportation, manufacturing,
security, and emergency and rescue services.
Building upon previous editions, the symposium presented a strong and varied
technical program. We received a record 120 paper submissions—a testament to the
thriving and growing nature of the field. The review process was overseen by the
Program Chairs. Each paper was reviewed by at least three reviewers. Moreover,
each paper received a final evaluation by a Program Chair. We would like to thank
all members of the Program Committee as well as the additional referees for their
diligent and constructive reviews—a crucial element for upholding the high tech-
nical standard of DARS. The review process yielded 47 papers to be included in the
symposium, corresponding to an acceptance rate of 39%. Of the 47 papers, 30
papers were presented orally, and 17 papers were presented as posters. The method
of presentation was chosen not only based on the quality of each paper, but also on
content in order to ensure a well-balanced oral track, which is of interest to most
of the attendees. Additionally, the papers for oral presentation were divided into
seven thematic areas, namely Distributed Coverage and Exploration, Multi-Robot
Control, Multi-Robot Estimation, Multi-Robot Planning, Modular Robots and
Smart Materials, Swarm Robotics, and Multi-Robot Systems in Applications. All
47 accepted papers are included in these proceedings.
The program also featured four invited keynote addresses by researchers who are
making a lasting contribution to science and robotics: “Material-Integrated
vii
12. Intelligence for Robot Autonomy” by Nikolaus Correll (University of Colorado
Boulder, USA), “Coordination, Cooperation and Collaboration in Multi-Robot
Systems” by Vijay Kumar (University of Pennsylvania, USA), “Go to the Bee and
Be Wise: Swarm Engineering Inspired by House-Hunting Honeybees” by James
Marshall (University of Sheffield, UK), and “Robust Human Control of
Multi-Robot Swarms” by Katia Sycara (Carnegie Mellon University, USA). The
abstracts of these four keynote addresses are included in the proceedings.
This edition of DARS included three awards: Best Paper, Best Application
Paper, and Best Poster. The awards committee was chaired by Michael Rubenstein
(Northwestern University, USA) and included Melvin Gauci (Harvard University,
USA), Sabine Hauert (Bristol University, UK), and Bahar Haghighat (EPFL,
Switzerland). For the Best Paper award, the Program Chairs nominated six papers
as finalists from among all the accepted papers based on the reports and award
nominations by the referees, as well as on the revised contributions included in the
digital proceedings. The final decision also took into account the presentation
quality at the symposium. The Best Paper award went to “Robust Coordinated
Aerial Deployments for Theatrical Applications Given Online User Interaction via
Behavior Composition” by Elen Cappo et al. The Best Application Paper award
was sponsored by the Institution of Engineering and Technology. All
orally-presented papers were eligible for this award, and the decision took into
account the degree to which the work addressed problems of practical implemen-
tation, and the quality of the presentation. This award went to “Multi-Swarm
Infrastructure for Swarm Versus Swarm Experimentation” by Duane Davis et al.
All posters were eligible for the Best Poster award, and the decision was based on
the quality of the work and the poster presentation. This award went to “Vertex: A
New Distributed Underwater Robotic Platform for Environmental Monitoring” by
Felix Schill et al.
We would like to thank everyone involved in making DARS 2016 a success,
including VICON Motion Systems (DARS 2016 Platinum Sponsor), RS
Components (DARS 2016 Gold Sponsor), the Advisory Committee, the Program
Committee and additional referees, the Organizing Committee, and all the authors
of all submitted papers. Finally, we would like to thank the local organization team,
in particular Ana Macintosh and Stefan M. Trenkwalder.
Sheffield, UK Roderich Groß
July 2017 Andreas Kolling
Spring Berman
Emilio Frazzoli
Alcherio Martinoli
Fumitoshi Matsuno
Melvin Gauci
viii Preface
13. Organization
General Chair
Roderich Groß, The University of Sheffield, UK
General Co-Chair
Andreas Kolling, iRobot, USA
Technical Program Co-Chairs
Spring Berman, Arizona State University, USA
Emilio Frazzoli, MIT, USA
Alcherio Martinoli, EPFL, Switzerland
Fumitoshi Matsuno, Kyoto University, Japan
Publication Chair
Melvin Gauci,
Harvard University, USA
Publicity Chair
Sabine Hauert, University of Bristol, UK
Local Organization Team
Louise A. Caffrey, The University of Sheffield, UK
Ana MacIntosh, The University of Sheffield, UK
Stefan M. Trenkwalder, The University of Sheffield, UK
Advisory Committee
Hajime Asama, University of Tokyo, Japan
Marcelo H. Ang, National University of Singapore, Singapore
Tamio Arai, University of Tokyo, Japan
Raja Chatila, UPMC, France
Gregory S. Chirikjian, Johns Hopkins University, USA
Young-Jo Cho, ETRI, Republic of Korea
Nak Young Chong, JAIST, Japan
Nikolaus Correll, University of Colorado Boulder, USA
ix
14. Rüdiger Dillmann, KIT, Germany
Toshio Fukuda, Nagoya University, Japan
Maria Gini, University of Minnesota, USA
M. Ani Hsieh, University of Pennsylvania, USA
Alcherio Martinoli, EPFL, Switzerland
Francesco Mondada, EPFL, Switzerland
Lynne E. Parker, University of Tennessee, USA
Program Committee
William Agassounon, Textron Defense Systems Inc., USA
Antonio P. Aguiar, University of Porto, Portugal
Rachid Alami, LAAS-CNRS, France
Javier Alonso-Mora, MIT, USA
Francesco Amigoni, Polytechnic University of Milan, Italy
Marcelo H. Ang, National University of Singapore, Singapore
Adrian Arfire, EPFL, Switzerland
Ryo Ariizumi, Nagoya University, Japan
Filippo Arrichiello, University of Cassino and Southern Lazio, Italy
Masoud Asadpour, University of Tehran, Iran
Shun-ichi Azuma, Kyoto University, Japan
Nicola Basilico, University of Milan, Italy
Meysam Basiri, EPFL, Switzerland
Jacob Beal, Raytheon BBN Technologies, USA
Kostas Bekris, Rutgers University, USA
Gerardo Beni, University of California, Riverside, USA
Sarah Bergbreiter, University of Maryland, USA
Navneet Bhalla, Harvard University, USA
Subhrajit Bhattacharya, University of Pennsylvania, USA
Mauro Birattari, Université Libre de Bruxelles, Belgium
Nicolas Bredeche, Pierre and Marie Curie University, France
Andreas Breitenmoser, University of Southern California, USA
Zack J. Butler, Rochester Institute of Technology, USA
Stefano Carpin, University of California, Merced, USA
Luiz Chaimowicz, Federal University of Minas Gerais, Brazil
Han-Lim Choi, KAIST, Republic of Korea
Anders L. Christensen, University Institute of Lisbon, Portugal
Timothy H. Chung, DARPA, USA
Brian Coltin, Carnegie Mellon University, USA
Nikolaus Correll, University of Colorado Boulder, USA
Jorge Cortés, University of California, San Diego, USA
Raffaello D’Andrea, ETH Zurich, Switzerland
Philip Dames, Temple University, USA
Karthik Dantu, SUNY Buffalo, USA
x Organization
15. Prithviraj Dasgupta, University of Nebraska Omaha, USA
Carrick Detweiler, University of Nebraska Lincoln, USA
Gianni A. Di Caro, IDSIA USI, Switzerland
Rüdiger Dillmann, KIT, Germany
Dimos Dimarogonas, KTH, Sweden
Clare Dixon, University of Liverpool, USA
Marco Dorigo, Université Libre de Bruxelles, Belgium
Takahiro Endo, Kyoto University, Japan
William C. Evans, Google, USA
Alessandro Farinelli, University of Verona, Italy
Eliseo Ferrante, University of Leuven, Belgium
Rafael Fierro, The University of New Mexico, USA
Robert Fitch, The University of Sydney, Australia
Ryusuke Fujisawa, Hachinohe Institute of Technology, Japan
Rui Fukui, University of Tokyo, Japan
Simon Garnier, New Jersey Institute of Technology, USA
Andrea Gasparri, Roma Tre University, Italy
Melvin Gauci, Harvard University, USA
Veysel Gazi, Istanbul Kemerburgaz University, Turkey
Katie Genter, University of Texas Austin, USA
Maria Gini, University of Minnesota, USA
Heiko Hamann, University of Paderborn, Germany
Kiyohiko Hattori, NICT, Japan
Sabine Hauert, University of Bristol, UK
Tomohisa Hayakawa, Tokyo Institute of Technology, Japan
Geoffrey Hollinger, Oregon State University, USA
Satoshi Hoshino, Utsunomiya University, Japan
Jonathan P. How, MIT, USA
M. Ani Hsieh, University of Pennsylvania, USA
Hiroyuki Iizuka, Hokkaido University, Japan
Volkan Isler, University of Minnesota, USA
Yoshiaki Katada, Setsunan University, Japan
Takashi Kawakami, Hokkaido University of Science, Japan
Mirko Kovac, Imperial College London, UK
Masao Kubo, National Defense Academy, Japan
Daisuke Kurabayashi, Tokyo Institute of Technology, Japan
Haruhisa Kurokawa, AIST, Japan
Konstantinos J. Kyriakopoulos, National Technical University of Athens, Greece
Dongjun Lee, Seoul national University, Republic of Korea
Somchaya Liemhetcharat, Uber Advanced Technologies Center, USA
Pedro U. Lima, University of Lisbon, Portugal
Ali Marjovi, EPFL, Switzerland
Lino Marques, University of Coimbra, Portugal
Fulvio Mastrogiovanni, University of Genova, Italy
Organization xi
16. Nathan Michael, Carnegie Mellon University, USA
Dejan Milutinovic, University of California, Santa Cruz, USA
Melanie Moses, The University of New Mexico, USA
Masaaki Nagahara, Kyoto University, Japan
Radhika Nagpal, Harvard University, USA
Toru Namerikawa, Keio University, Japan
Nils Napp, SUNY Buffalo, USA
Daniele Nardi, Sapienza University of Rome, Italy
Keitaro Naruse, University of Aizu, Japan
Iñaki Navarro, EPFL, Switzerland
Giuseppe Notarstefano, University of Salento, Italy
Michael Novitzky, Georgia Institute of Technology, USA
Shinsuke Oh-hara, University of Yamanashi, Japan
Kazuhiro Ohkura, Hiroshima University, Japan
Derek Paley, University of Maryland, USA
Lucia Pallottino, University of Pisa, Italy
Antonio Pascoal, University of Lisbon, Portugal
Marco Pavone, Stanford University, USA
José Pereira, EPFL, Switzerland
Kirstin H. Petersen, Cornell University, USA
Hemma Philamore, University of Bristol, UK
Luciano C. A. Pimenta, Federal University of Minas Gerais, Brazil
Carlo Pinciroli, Ecole Polytechnique de Montréal, Canada
Amanda Prorok, University of Pennsylvania, USA
Subramanian Ramamoorthy, The University of Edinburgh, UK
Andreagiovanni Reina, The University of Sheffield, UK
Ioannis Rekleitis, University of South Carolina, USA
Paolo Remagnino, Kingston University London, UK
Alessandro Renzaglia, LAAS CNRS, France
Paolo Robuffo Giordano, IRISA/INRIA Rennes, France
Michael Rubenstein, Northwestern University, USA
Lorenzo Sabattini, University of Modena and Reggio Emilia, Italy
Brian Sadler, US Army Research Laboratory, USA
Erol Sahin, Middle East Technical University, Turkey
Kazunori Sakurama, Tottori University, Japan
Ketan Savla, University of Southern California, USA
Thomas Schmickl, University of Graz, Austria
Mac Schwager, Stanford University, USA
Iman Shames, University of Melbourne, Australia
Dylan A. Shell, Texas A&M University, USA
Wei-Min Shen, University of Southern California, USA
Tomohiro Shirakawa, National Defense Academy of Japan, Japan
Stephen L. Smith, University of Waterloo, Canada
Paolo Stegagno, Cornell University, USA
xii Organization
17. Kasper Stoy, IT University of Copenhagen, Denmark
Ken Sugawara, Tohoku Gakuin University, Japan
Ikuo Suzuki, Kitami Institute of Technology, Japan
Keiki Takadama, The University of Electrocommunications, Japan
Herbert G. Tanner, University of Delaware, USA
Danilo Tardioli, University Center of Defense, Spain
Guy Theraulaz, Paul Sabatier University and CNRS, France
Jonathan Timmis, University of York, UK
Vito Trianni, ISTC CNR, Italy
Elio Tuci, Aberystwyth University, UK
Kazuki Umemoto, Kanagawa University, Japan
Richard T. Vaughan, Simon Fraser University, Canada
Rodrigo Ventura, University of Lisbon, Portugal
Richard Voyles, Purdue University, USA
Justin Werfel, Harvard University, USA
Kazuaki Yamada, Toyo University, Japan
Masahito Yamamoto, Hokkaido University, Japan
Toshiyuki Yasuda, Hiroshima University, Japan
Jingjin Yu Rutgers, University, USA
Ikemoto Yusuke, Meijo University, Japan
Uwe R. Zimmer, Australian National University, Australia
Additional Referees
Charuvahan Adhivarahan
Jacopo Banfi
Florian Berlinger
Barbara Bruno
Levi DeVries
Sedat Dogru
Kevin Eckenhoff
Elizabeth Esterly
Andres Faina
Boris Gromov
Bahar Haghighat
Christoph Hintz
Lucas Janson
Matthew Kelly
Yara Khaluf
Jose Marcio Luna
Massimo Mecella
Michael Otte
Alyssa Pierson
Ragesh K. Ramachandran
Daniel Selvaratnam
Organization xiii
18. Sara Spedicato
Khalil Taheri
Stefan M. Trenkwalder
Constantinos Vrohidis
Jonathan West
Sean Wilson
Indrajeet Yadav
Dingjiang Zhou
Saeed Ahmadizadeh
Cenk Baykal
Dimitris Boskos
Alessio Capitanelli
Krishna Doddapaneni
Miguel Duarte
Iñaki Esnaola
Mark Fabbro
Jorge Gomes
Meng Guo
Shahab Heshmati-Alamdari
Frank Imeson
Aris Kanellopoulos
Monroe Kennedy
Ganesh Kumar
Yoshiyuki Matsumura
Ivano Notarnicola
Cammy Peterson
Hasan Poonawala
Philipp Schillinger
Wenceslao Shaw-Cortez
Adam Stager
Andrea Testa
Andrea Vanzo
Zijian Wang
Michael Whitzer
Peter Wurman
Michael Zavlanos
xiv Organization
19. Contents
Part I Distributed Coverage and Exploration
A Probabilistic Topological Approach to Feature Identification
Using a Stochastic Robotic Swarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Ragesh K. Ramachandran, Sean Wilson and Spring Berman
Communication-Restricted Exploration for Search Teams . . . . . . . . . . . 17
Elizabeth A. Jensen, London Lowmanstone and Maria Gini
From Ants to Birds: A Novel Bio-Inspired Approach to Online
Area Coverage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Luca Giuggioli, Idan Arye, Alexandro Heiblum Robles
and Gal A. Kaminka
Information Based Exploration with Panoramas and Angle
Occupancy Grids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Daniel Mox, Anthony Cowley, M. Ani Hsieh and C. J. Taylor
Multirobot Persistent Patrolling in Communication-Restricted
Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Marta Romeo, Jacopo Banfi, Nicola Basilico and Francesco Amigoni
Part II Multi-Robot Control
A Comparative Study of Collision Avoidance Algorithms
for Unmanned Aerial Vehicles: Performance
and Robustness to Noise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Steven Roelofsen, Denis Gillet and Alcherio Martinoli
A Decentralized Control Strategy for Resilient Connectivity
Maintenance in Multi-robot Systems Subject to Failures . . . . . . . . . . . . 89
Cinara Ghedini, Carlos H. C. Ribeiro and Lorenzo Sabattini
xv
20. Chase Your Farthest Neighbour. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Rotem Manor and Alfred M. Bruckstein
OuijaBots: Omnidirectional Robots for Cooperative Object
Transport with Rotation Control Using No Communication . . . . . . . . . 117
Zijian Wang, Guang Yang, Xuanshuo Su and Mac Schwager
Persistent Multi-robot Formations with Redundancy . . . . . . . . . . . . . . . 133
Alyxander Burns, Bernd Schulze and Audrey St. John
Triangular Networks for Resilient Formations . . . . . . . . . . . . . . . . . . . . 147
David Saldaña, Amanda Prorok, Mario F. M. Campos and Vijay Kumar
Part III Multi-Robot Estimation
Construction of Optimal Control Graphs
in Multi-robot Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Gal A. Kaminka, Ilan Lupu and Noa Agmon
Decision-Making Accuracy for Sensor Networks
with Inhomogeneous Poisson Observations . . . . . . . . . . . . . . . . . . . . . . 177
Chetan D. Pahlajani, Indrajeet Yadav, Herbert G. Tanner
and Ioannis Poulakakis
Distributed Laplacian Eigenvalue and Eigenvector
Estimation in Multi-robot Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Mehran Zareh, Lorenzo Sabattini and Cristian Secchi
Distributed Object Characterization with Local Sensing
by a Multi-robot System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Golnaz Habibi, Sándor P. Fekete, Zachary Kingston and James McLurkin
Optical Wireless Communications for Heterogeneous DARS . . . . . . . . . 219
Patricio J. Cruz, Christoph Hintz, Jonathan West and Rafael Fierro
Part IV Multi-Robot Planning
Bundling Policies for Sequential Stochastic Tasks
in Multi-robot Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Changjoo Nam and Dylan A. Shell
Decomposition of Finite LTL Specifications for Efficient
Multi-agent Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Philipp Schillinger, Mathias Bürger and Dimos V. Dimarogonas
Informative Path Planning and Mapping with Multiple UAVs
in Wind Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Doo-Hyun Cho, Jung-Su Ha, Sujin Lee, Sunghyun Moon
and Han-Lim Choi
xvi Contents
21. Multi-robot Informative and Adaptive Planning
for Persistent Environmental Monitoring . . . . . . . . . . . . . . . . . . . . . . . . 285
Kai-Chieh Ma, Zhibei Ma, Lantao Liu and Gaurav S. Sukhatme
The Effectiveness Index Intrinsic Reward for Coordinating
Service Robots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Yinon Douchan and Gal A. Kaminka
United We Move: Decentralized Segregated Robotic Swarm
Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Fabrício R. Inácio, Douglas G. Macharet and Luiz Chaimowicz
Part V Modular Robots and Smart Materials
A Rule Synthesis Algorithm for Programmable Stochastic
Self-assembly of Robotic Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Bahar Haghighat and Alcherio Martinoli
Distributed Adaptive Locomotion Learning in ModRED Modular
Self-reconfigurable Robot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Ayan Dutta, Prithviraj Dasgupta and Carl Nelson
Distributed Camouflage for Swarm Robotics and Smart
Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Yang Li, John Klingner and Nikolaus Correll
Evo-Bots: A Simple, Stochastic Approach to Self-assembling
Artificial Organisms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Juan A. Escalera, Matthew J. Doyle, Francesco Mondada
and Roderich Groß
Geometrical Study of a Quasi-spherical Module for Building
Programmable Matter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
Benoît Piranda and Julien Bourgeois
HyMod: A 3-DOF Hybrid Mobile and Self-Reconfigurable
Modular Robot and its Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
Christopher Parrott, Tony J. Dodd and Roderich Groß
Network Characterization of Lattice-Based Modular Robots
with Neighbor-to-Neighbor Communications . . . . . . . . . . . . . . . . . . . . . 415
André Naz, Benoît Piranda, Thadeu Tucci, Seth Copen Goldstein
and Julien Bourgeois
Part VI Swarm Robotics
Decentralized Progressive Shape Formation with Robot Swarms . . . . . . 433
Carlo Pinciroli, Andrea Gasparri, Emanuele Garone
and Giovanni Beltrame
Contents xvii
22. Discovery and Exploration of Novel Swarm Behaviors
Given Limited Robot Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447
Daniel S. Brown, Ryan Turner, Oliver Hennigh and Steven Loscalzo
Effects of Spatiality on Value-Sensitive Decisions Made
by Robot Swarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Andreagiovanni Reina, Thomas Bose, Vito Trianni
and James A. R. Marshall
Emergence and Inhibition of Synchronization
in Robot Swarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
Fernando Perez-Diaz, Stefan M. Trenkwalder, Rüdiger Zillmer
and Roderich Groß
Evolving Behaviour Trees for Swarm Robotics . . . . . . . . . . . . . . . . . . . 487
Simon Jones, Matthew Studley, Sabine Hauert and Alan Winfield
Evolving Group Transport Strategies for e-Puck Robots:
Moving Objects Towards a Target Area . . . . . . . . . . . . . . . . . . . . . . . . 503
Muhanad H. Mohammed Alkilabi, Aparajit Narayan, Chuan Lu
and Elio Tuci
From Formalised State Machines to Implementations
of Robotic Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 517
Wei Li, Alvaro Miyazawa, Pedro Ribeiro, Ana Cavalcanti,
Jim Woodcock and Jon Timmis
Human Responses to Stimuli Produced by Robot
Swarms - the Effect of the Reality-Gap on Psychological State . . . . . . . 531
Gaëtan Podevijn, Rehan O’Grady, Carole Fantini-Hauwel
and Marco Dorigo
Localization of Inexpensive Robots with Low-Bandwidth
Sensors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545
Shiling Wang, Francis Colas, Ming Liu, Francesco Mondada
and Stéphane Magnenat
Modelling Mood in Co-operative Emotional Agents . . . . . . . . . . . . . . . . 559
Joe Collenette, Katie Atkinson, Daan Bloembergen and Karl Tuyls
Programmable Self-disassembly for Shape Formation
in Large-Scale Robot Collectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 573
Melvin Gauci, Radhika Nagpal and Michael Rubenstein
xviii Contents
23. Towards Differentially Private Aggregation of Heterogeneous
Robots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587
Amanda Prorok and Vijay Kumar
Part VII Multi-Robot Systems in Applications
Construction Planning for a Modularized Rail Structure: Type
Selection of Rail Structure Modules and Dispatch Planning of
Constructor Robots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 605
Rui Fukui, Yuta Kato, Gen Kanayama, Ryo Takahashi
and Masayuki Nakao
Distributed Convolutional Neural Networks for Human Activity
Recognition in Wearable Robotics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 619
Dana Hughes and Nikolaus Correll
Formation Control of a Drifting Group of Marine Robotic Vehicles . . . 633
Nicholas R. Rypkema and Henrik Schmidt
Multi-swarm Infrastructure for Swarm Versus Swarm
Experimentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 649
Duane T. Davis, Timothy H. Chung, Michael R. Clement
and Michael A. Day
Robust Coordinated Aerial Deployments for Theatrical Applications
Given Online User Interaction via Behavior Composition . . . . . . . . . . . 665
Ellen A. Cappo, Arjav Desai and Nathan Michael
Vertex: A New Distributed Underwater Robotic Platform for
Environmental Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 679
Felix Schill, Alexander Bahr and Alcherio Martinoli
Author Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 695
Contents xix
24. Abstracts of Invited Keynote Presentations
Material-Integrated Intelligence for Robot Autonomy
Prof. Nikolaus Correll, University of Colorado Boulder, USA
Advances in miniature electronics, distributed algorithms and manufacturing
technology have enabled a new generation of smart composites that tightly integrate
sensing, actuation, computation and communication. Such “robotic materials” are
inspired by multifunctional natural structures such as the skin of the cuttlefish that
can change its color and patterning, bird wings that can change their shape, or the
human skin that provides tactile sensing at high dynamic range. I will describe a
series of recent results that best illustrate the benefits of material integrated com-
putation: high-bandwidth sensing for texture recognition and localization in artifi-
cial skins, distributed optimization for controlling shape change, distributed
classification for recognizing gestures drawn onto a modular facade, and feedback
control of soft robotic actuators. I will then describe current challenges in robotic
grasping and manipulation, and demonstrate how robotic materials can provide
critical sensing and control during a series of manipulation tasks with applications
to warehouse automation, manufacturing and lab automation.
Coordination, Cooperation, and Collaboration in Multi-Robot
Systems
Prof. Vijay Kumar, University of Pennsylvania, USA
The central challenge in multi-robot systems lies in the synthesis of collective
behaviors which enable group performance that exceeds the ability of individuals.
We explore three different paradigms for collective behaviors. At a fundamental
level, coordination is beneficial when individuals are confronted with a task that
they can complete but can do so more efficiently as a group. Cooperation refers to
xxi
25. the ability of robots to accomplish tasks they could not have completed on their
own. Collaboration is useful for groups with different types of robots with diverse
capabilities and tasks which cannot be completed with a single type of robot. This
talk will discuss biological inspiration for these paradigms, mathematical frame-
works, and resilience in collective behaviors with applications to ground and aerial
robots.
Go to the Bee and Be Wise: Swarm Engineering Inspired
by House-Hunting Honeybees
Prof. James A. R. Marshall, The University of Sheffield, UK
Distributed autonomous systems are likely to become increasingly important for
robotics and other applications, due to their potential for resilience, scalability,and
flexibility. However, designing grouplevel behaviors that are implemented by
simple individual-level rules operating with local information is an inherently hard
problem, and guaranteeing properties of that behavior is even harder. For example,
search techniques and formal methods applied to swarms both rapidly fall foul
of the curse of dimensionality as number of agents increase. However natural
selection has successfully designed such systems repeatedly, and tools from the
natural sciences have rigorously described the behaviour of very large systems of
interacting components. In this talk, I will recount how observations of
house-hunting honeybees led to the design of a new class of distributed
decision-making algorithm, and its deployment on hundreds of small and simple
robots. Rather than simply imitating nature, however, the algorithm’s principled
development requires the integration of concepts and techniques from areas as
diverse as behavioural ecology and statistical physics.
Robust Human Control of Multi-Robot Swarms
Prof. Katia Sycara, Carnegie Mellon University, USA
As robotic platforms become cheaper and more reliable, multirobot deployment
becomes possible and desirable. Since complete robot autonomy for these
deployments is not yet possible, the presence of a human operator is necessary.
Multiple human studies have shown that cognitive limitations prevent effective
human control of multi-robot systems of tens of robots. Another difficulty is that
many different types of human interactions may be necessary to maintain and
control multi-robot systems. Additionally, the coordination scheme of multiple
robots can vary which has consequences on the operator’s difficulty of control. We
have developed a characterization of human-robot tasks, and appropriate human
xxii Abstracts of Invited Keynote Presentations
26. robot interaction modes, based on the task's cognitive complexity of control. This
scheme helps explicate the forms of control likely to be needed and the demands
they pose on human operators. This talk will present two lines of research following
from this characterization. The first evaluates the potential for using scheduling
techniques to improve the performance of systems in which operators must attend
to multiple independently operating robots. The second presents challenges and
results pertaining to human control of autonomously cooperating robotic swarms.
Abstracts of Invited Keynote Presentations xxiii
29. 4 R. K. Ramachandran et al.
equipped with localization devices, they may be deployed in GPS-denied environ-
ments (e.g., indoors or underground). Despite these constraints, the robots may be
required to map their environment in order to perform desired tasks. For instance, the
robots may need to identify target payloads to transport or obstacles and hazardous
regions to avoid. Since the robots will have limited sensing and computational capa-
bilities, it would not be feasible to implement existing techniques such as occupancy
grid mapping [24], simultaneous localization and mapping (SLAM) [21, 24], and
Probability Hypothesis Density (PHD) filtering [27] to address this problem.
Asaninitialsteptowardconstructingamapwithmetricinformation,wepresentan
automated method for computing the number of topological features in an unknown
domain from data obtained by a swarm of inexpensive robots with local sensing, no
inter-robot communication, and limited or no access to global position information.
The features represent obstacles or other regions of interest that robots do not pass
through. The data consist of robots’ position estimates and the covariance matrices of
these estimates, recorded by the robots during random exploration of the domain. The
robots collect this data autonomously and independently during their deployment,
without relying on input from a supervisory agent. We assume that after a set period
of time, the robots navigate to an easily identifiable landmark (e.g., a beacon), where
they transfer this data to a central computer. The computer then processes the data
from the entire swarm to extract a point cloud that covers the domain’s free space and
applies tools from Topological Data Analysis (TDA), namely persistent homology, to
identify the numbers of different types of topological features. Our approach scales
with the number of robots and is robust to the failure of a small portion of the swarm.
Although topological mapping has been extensively studied, TDA has only
recently been applied in robotics for environmental characterization. For a scenario
with a single robot, [7] presents a method for topological SLAM that encodes the
topology of the environment in a generalized Voronoi graph. Few works address the
problem of mapping an environment using a robotic swarm with limited sensing, no
inter-robot communication, and no global localization. In [19], we presented an opti-
mal control approach to mapping a GPS-denied environment with a robotic swarm
using a partial differential equation model of the swarm population dynamics. This
strategy works best when the domain contains only a few sparsely distributed fea-
tures, whereas the approach presented here can be applied to domains that are more
densely populated with features. In [20], the authors propose an algorithm that covers
the free space of the environment with robots and then constructs an approximate
generalized Voronoi graph of the covered region. This algorithm requires the robots
to communicate with a central server that commands their actions. In contrast, our
approach does not require a centralized decision maker during the robots’ operation.
Alternatively, [13] obtains a simplicial approximation of a region of interest as a
topological map using dual pairs of nerves that are constructed using relevant vis-
ibility and observation covers. Contrary to our strategy, [13] requires the robots to
have the ability to detect and maintain a record of landmarks in the domain, such as
obstacle corners and edges. The mapping approach in [8] is similar to ours in that it
generates a point cloud of the domain’s free region and uses persistent homology to
compute topological features in the environment. However, unlike our strategy, this
30. A Probabilistic Topological Approach to Feature Identification … 5
approach requires each robot to have an identification label that can be recognized
by other robots.
The paper is structured as follows. Section2 introduces the tools of TDA that
are used in our methodology. Section3 presents the problem statement and describes
assumptions about the robot capabilities and motion model. Our approach for extract-
ing topological features of the domain from the robots’ data is discussed in Sect.4.
Sects.5 and 6 validate our approach with simulations and multi-robot experiments,
respectively. Finally, Sect.7 concludes the paper and proposes future work.
2 Background
Topological Data Analysis (TDA) [5] is an emerging field that aims to provide algo-
rithmic and mathematical tools for studying topological and geometric attributes
of data. The fundamental idea underlying TDA is that data has an inherent shape
that encodes important information regarding the connectivity of the data and yields
insight into its global structure. TDA exploits the mathematical framework of alge-
braic topology [15], especially the concept of persistent homology [9], to characterize
the topological structure of data. In many applications, data is obtained as a point
cloud consisting of noisy samples of an intensity map in a Euclidean space. Prominent
topological features of a point cloud can be computed using TDA and presented in
the form of compact representations such as persistence diagrams [10] and barcode
diagrams [11]. TDA has been extensively applied to problems in computer vision
and image processing [23], sensor networks [6, 14], robotics [4, 18], localization
[22], and map comparison [3].
We provide a brief introduction to persistent homology, which is central to our
mapping methodology. More detailed treatments of the associated theory and com-
putations are given in [10, 16, 28]. Persistent homology is a method of analyzing the
correlation of homological information gathered across different scales. This tech-
nique enables the identification of topological features that are present over a large
range of scales, as opposed to those which are only temporarily present (short-scale
features). Homology is a robust tool that facilitates the study of global attributes of
spaces and functions from local computations on noisy data. A topological space T
can be associated with a collection of vector spaces called homology groups, denoted
by Hk(T), k = 0, 1, 2, ..., dim(T) − 1, each of which encodes a particular topologi-
cal feature of T. In persistent homology, these features are characterized using Betti
numbers, which are the ranks of the homology groups. These numbers are topo-
logical invariants. The kth
Betti number of T, denoted by βk, is the rank of Hk(T)
and represents the number of independent k-dimensional cycles in T. For example, if
T ⊂ R2
, then β0 is the number of connected components in T and β1 is the number of
holes in T. If T ⊂ R3
, then β0, β1, and β2 are the numbers of connected components,
tunnels, and voids in T, respectively.
In a typical TDA application, a finite set of samples from a space M is available.
These samples, along with the metric associated with M, comprise the point cloud
31. 6 R. K. Ramachandran et al.
C of the space. In TDA, the metric is used to map C onto a collection of simplices
called a simplicial complex. Simplices are combinatorial objects constructed from
the subsets of C. A k-simplex σ = [v0, v1, ..., vk] is an ordered list of k +1 elements
{v0, v1, ..., vk} ∈ C, called vertices. The simplicial complex provides a discrete repre-
sentation of the underlying topological space using a combinatorial structure that can
be represented algebraically using linear operators (matrices). It is this combinatorial
structure that permits us to develop algorithms for homological computation. There
are various ways to build a simplicial complex from a point cloud. The simplest way
is to choose a parameter δ > 0 and add a k-simplex to the simplicial complex if
every vertex in the simplex is within a distance δ from every other. The simplicial
complex constructed in this manner is called the Vietoris–Rips complex [12] or Rips
complex for short, often denoted as Rips(C, δ).
For large datasets, the number of simplices in the simplicial complex can be enor-
mous, making the computations highly inefficient. We reduce the computational
requirements by choosing a subset of the point cloud consisting of landmark points,
denoted by L ⊂ C, as vertices for the Rips complex. These landmark points were
selected using a greedy inductive selection process called a sequential max-min algo-
rithm[1]. Inorder tocomputepersistent Betti numbers, werequireafiltration, defined
as a family of Rips(C, δ) parametrized by δ such that Rips(C, δ1) ⊆ Rips(C, δ2)
for all δ1 > 0, δ2 > 0 where δ1 ≤ δ2.
The persistent topological features of T over multiple values of δ can be identified
using a barcode diagram, which is a graphical representation of Hk(T) in terms of the
homology generators. A barcode plots a set of horizontal line segments on a graph
whose x-axis spans a range of δ values and whose y-axis depicts an arbitrary ordering
of homology generators. The numbers of arrows in the barcode for dimension 0
and dimension 1 indicate the numbers of connected components and features in
the domain, respectively. A barcode diagram can be computed automatically using
algorithms that find the homology generators of the homology that is constructed on
a point cloud. Figure1 illustrates a barcode diagram that is obtained from an example
point cloud.
3 Problem Statement
We consider a scenario in which N robots are deployed into a bounded, unknown,
GPS-denied 2D environment in order to collect data that can be used to determine
the number of topological features in the domain. The robots have local sensing
capabilities and can identify features and other robots at distances within their sensing
range to perform collision avoidance maneuvers. Each robot is equipped with a
compass and wheel encoders, which enable it to estimate its position and orientation
with uncertainty.
The robots perform correlated random walks in the domain, avoiding features and
other robots. During its motion, each robot estimates its position in a global reference
frame using its onboard odometry and a Kalman filter. At fixed time intervals, the
32. A Probabilistic Topological Approach to Feature Identification … 7
Fig. 1 An example barcode diagram of a filtration formed from a Rips complex. βk(δi ) is the
number of horizontal segments in the barcode for Hk(T) that intersect the dashed line at δ = δi
robot records its estimated position and the covariance matrix corresponding to the
uncertainty of the estimate. After a time span T , all robots travel to a common location
where their stored data is retrieved and processed. We assume that T is sufficiently
large for the robots to thoroughly cover the domain and that the robots have sufficient
memory to store the data that they obtain during their deployment.
The robots follow the motion model described in [25]. Each robot has a con-
stant translational speed v and an orientation θ(t) at time t with respect to a global
frame. We define a robot’s velocity vector at time t as V(t) = [vx (t), vy(t)]T
=
[v cos(θ(t)), v sin(θ(t))]T
and its position vector as X(t) = [x(t), y(t)]T
. The
displacement of a robot over a time step Δt is given by
X(t + Δt) = X(t) + V(t)Δt + W(t), (1)
where W(t) ∈ R2
is a vector of independent, zero-mean normal random variables
that are generated at time t to model the randomness in the robot’s motion due to
sensor and actuator noise. At the beginning of a time step, each robot generates a
random number between 0 and 1. If this number is below a predefined threshold
pth, the robot randomly chooses a new θ(t) ∈ [−π, π]. At time t = 0, the start of
a deployment, each robot is assigned the parameters v and pth and obtains accurate
measurements of its position X(0) and orientation θ(0).
We consider two types of scenarios. In Type I scenarios, robots receive accu-
rate estimates of their global positions when they are close to the boundary of the
domain. For example, robots on the exterior of a building will have access to GPS
measurements that are unavailable to robots inside. In Type II scenarios, robots do
not receive global position updates anywhere in the domain, which may for instance
be located underground or underwater.
34. burnt rubber. Everywhere they are cutting the dried rubber, which looks
like great cheeses, chopping it, packing it, carrying it and loading it on
vessels.
The Amazon district dominates the rubber market of the world. Pará
and Manaos are the greatest rubber exporting ports of that district.
From these cities the rubber buyers make their expeditions into the very
heart of the Amazon, and its many tributaries are nearly all the home of
rubber gatherers. From these centres the Indian gatherers make their
expeditions by canoe, and through almost trackless forests to the trees
which they are tapping. These trees do not grow in clumps, but one will
be found here, another there, and oftentimes these single trees are at a
distance of several hundred yards from each other. The amount of crude
rubber that the native can gather depends on how close the trees may
be to each other.
Upwards of one hundred rubber-bearing trees, vines and shrubs have
been classified; but the one known as the Hevea is the rubber tree par
excellence of Brazil. It is indigenous to the Amazon and its tributaries.
Trees are oftentimes found which are as much as twelve feet in
circumference, but those are exceptional. They require an abundance of
moisture, and it is only in the thick forest, where the necessary moisture
is constant and abundant, that they will reach this extraordinary size,
although the trees can be successfully cultivated. It is quite probable
that thousands of these trees are still undiscovered, and perhaps large
districts still await development; but it is equally certain that the rubber
prospector has threaded his way through thousands of miles of
Amazonian jungle in his search after this profitable article of commerce.
The present unprecedented prices have bestirred the exporting firms to
feverish activity. Sections of hitherto unpierced forest are now being
treaded by the prospector, with his Indian guides busily engaged in
cutting a path through the dense undergrowth and labyrinth of vines.
The howling of the enraged beasts thus disturbed in their lairs, the fear
of poisonous snakes, the dread of the fever-laden mosquito, the
annoyance of troublesome insects are nothing, with the price of rubber
soaring upwards towards three dollars per pound.
An American rubber expert, who recently visited the Amazon rubber
camps, says: “The past year more than seventy thousand tons of crude
35. rubber, having a value approximating $300,000,000, were produced, of
which forty thousand tons came out of the Amazon River. This was
wholly wild rubber, gathered almost entirely from a belt extending along
the Amazon and its tributaries, and running less than three miles into
the interior. The vast forest beyond these borders is substantially
untouched; but with the building of the railroad around the falls of the
Madeira, which will be completed in 1911, with the building of roads
through the forest connecting up rivers, and with the introduction of the
gasoline boat, vast districts heretofore inaccessible will be brought
within the reach of the rubber gatherer; and, while the gain in
production each year has been approximately but ten per cent. over the
previous year, there is no question that this percentage will increase
largely from this time forward.”
It is not the sap of the tree that produces the rubber, but a juice
which is yielded by the bark. As it flows this juice has the appearance of
milk, and acts in much the same way. If left to itself it will separate into
a lower fluid and a surface mass like cream, and this is the so-called
india-rubber. Less than fifteen per cent. of this “cream” in the product of
the tree is unprofitable and does not pay for the working. Various ways
have been devised to separate the rubber by processes of coagulation.
The native method has always been by a smoking heat, but in some
places chemicals are used; again separators, similar to those employed
in butter making, have been introduced with good results, so it is said.
The method and care used has a very marked influence on the price and
value of the crude rubber in the markets. The heating by smoke is
generally considered to produce the cleanest and purest form of rubber
for commercial export.
The tapping of a rubber tree is a seemingly simple operation, and yet
it requires considerable skill to so tap a tree as to produce the maximum
of sap, and inflict the minimum of injury to the tree. A tree properly
treated will stand continual tapping for twenty years, while a tree
abused might die after two or three seasons. Hence it is to the interest
of all to preserve the life of the tree. The tapper first affixes a small cup
to the tree, and then with a wedge-shaped axe makes a gash in the
bark, being careful not to penetrate the wood. This operation is
repeated at intervals of a foot in a line around the tree. Into these cups
the milk flows slowly. The next day a row of incisions is made just below
36. the first, and so on until the ground is reached. A good tree will yield up
to a height of at least twenty feet. An expert can tap a hundred trees a
day, provided that they are close together. The sap, which is collected
once each day, is then brought to the camp. Heat is then applied and
the crude rubber is made into roughly-shaped balls of different sizes.
The buyers usually cut these in two in order to see that no extraneous
substance has been placed inside to give weight. Stones have frequently
been found moulded in with the rubber, and stones are easier to gather
even along the Amazon than rubber. Many plantations of rubber trees,
principally of the Maniçoba species, which will grow on higher and drier
lands of the interior, have been set out in Brazil, but their production is
very small when compared with that of the dense Amazonian forests.
Of the other valuable trees of the Amazon basin Agassiz says: “The
importance of the basin of the Amazons to Brazil, from an industrial
point of view, can hardly be over-estimated. Its woods alone have an
almost priceless value. Nowhere in the world is there finer timber, either
for solid construction or for work of ornament, and yet it is scarcely used
even for the local buildings, and makes no part whatever of the exports.
The rivers which flow past these magnificent forests seem meant to
serve, first as a waterpower for the sawmills, which ought to be
established along their borders, and then as a means of transportation
for the material so provided. Setting aside the woods as timber, what
shall I say of the mass of fruits, resins, oils, colouring matters and textile
fabrics which they yield?” These words of this great naturalist, although
written years ago, are just as true to-day. At least one hundred and fifty
varieties of valuable hardwood timbers have been found in these forests.
As mahogany and other better known woods become scarcer, these
woods will certainly find a market.
37. A NEW SETTLER IN THE JUNGLE.
The great state of Amazonas, which is more than two-thirds as large
as the United States east of the Mississippi, is an empire in itself. It is
difficult to predict what may be its future. Some scientific men say that
civilization will again be centred in the tropics; if so, then here will be
the future Europe. Any prediction would be only guesswork, for no man
with only human foresight could look into the future and foretell the
development. The possibilities are visible to even the shallow observer;
the uncertain trend of civilization no one can with certainty
prognosticate. Nature is kind, if her laws are obeyed, and the white man
endures the climate better than his copper-coloured brother. It would be
the lazy man’s paradise, for it takes little labour to provide the simple
wants. The only difficult task is to fight nature in her prodigal growth.
The struggle of the northern farmer with weeds is an infantile task in
comparison with the constant fight against every kind of growth in this
climate. It would be a hopeless task for one man, lone handed and
without means, to locate in this wilderness and attempt to carve out his
fortune. Goodly sized colonies would do better, and, by their energetic
38. and united efforts, nature would be conquered and compelled to
contribute of her bounty to the welfare and support of man.
Outside of Manaos and a few small towns and settlements the
population of the state of Amazonas consists almost entirely of Indians.
One industrious writer has listed nearly four hundred separate and
distinct tribes. Many of these are extinct, or practically extinct, but a
large number of distinct tribes are still found on the different rivers that
have widely divergent habits and physical characteristics. A few of these
tribes live a retired existence in the forests, but most of them mingle
with the white people, and are employed by them in gathering rubber or
other products of the forests. The skin of the Indians is a coppery-brown
colour. They are of a medium height, but have not the high cheek bones
of the North American Indian. Like the latter, however, they are
undemonstrative, and do not betray their emotions of joy and grief,
wonder or fear. They will undoubtedly be driven out and disappear as
the white race settle in the tropics, for their inflexible character prevents
them from adapting themselves to changed conditions.
Although these Indians have dropped cannibalism, and other inhuman
practices, they are still simple children in their customs and beliefs. They
live as their ancestors have lived for centuries, have adopted few of the
conveniences or luxuries of civilization, and live a hand-to-mouth
existence. Religious holidays are observed with a strange mixture of
superstition. Their idea of a holiday, whether religious or secular, is
“bonfires, processions, masquerading, confused drumming and fifing,
monotonous dancing kept up hour after hour without intermission, and,
the most important part of all, getting gradually and completely drunk.”
They are kindly disposed toward aliens, and are as hospitable as their
circumstances permit. The Tupi-Guarini language is generally spoken, or
at least understood, and this has been reduced to written form by the
Jesuit clergy.
39. CHAPTER X
THE PEOPLE AND THEIR CHARACTERISTICS
The Brazilian people are made up of three distinct races: Europeans of
every nationality, but most of Latin origin, Indians and negroes, the
latter two nationalities being more or less mixed in the process of
assimilation, and distributed all along the seaboard and the rivers, from
the Amazon to the Paraná. In Brazil there is no race problem or
antagonism between white and black, or Indian, and the hopeful ones
say that in course of time not only all race distinctions, but even colour
distinction, will disappear, and be merged in the new Brazilian type.
The pure Indians are now found only on the Amazon, the headwaters
of the Paraguay, and the sections remote from the railways of such
states as São Paulo, Paraná, Bahia and others. Most of them were never
the bloodthirsty race that our own redskins were, although a number of
the tribes were cannibalistic in their practices. The number still existing
is placed at about six hundred thousand. There was no regular
spreading of civilization and population, but it was done through the
sporadic settlement of advancing posts which were pushed out into the
wilderness. They were at first armed against the Indians, who were then
hostile, but most of the aborigines were finally subjugated, and
gathered into settlements by the conquerors. These settlements formed
the nuclei about which the towns began to grow. As there were few
European women in the country, the Portuguese took wives from among
the conquered people, and such a connection was not considered a
mesalliance, even by those of good birth.
From these alliances arose the mixture of Indians and Europeans,
which runs through many of the very best families in Brazil. In the state
of São Paulo, for instance, this mixture became very marked, and
produced an almost white race as the strain of Indian blood became
less. It was from this race that the original “Paulistas” sprang, who
distinguished themselves among the Brazilians for their bravery in
driving the savage Indians from the coast, and later by their enterprise
40. and administrative capacity. I met one of these men in that state who
was a wealthy fazendero, and a graduate of one of the best schools in
our own land. I was impressed by his courtesy and intelligence, and
finally asked him from what nationality he was descended. He said that
his ancestry were Portuguese and Indian. “And,” he then added, “I am
proud of the Indian blood in me.” From the way he said it, it was plain to
be seen that he meant it; and such is the feeling of all those who have
that mixture. Some of the very best men in that and other states have
at least a slight trace of the aborigine blood in their veins.
NEGROES IN BRAZIL.
41. The negroes, just as in our own land, were originally brought to Brazil
and sold in bondage. The first slaves were imported into the state of
Bahia in 1574. Just seventeen years later the official records give the
population of that settlement as two thousand whites, four thousand
negro slaves and six thousand civilized Indians. This will give a little idea
of how rapidly the negroes were brought into the country by the slave
traders. Great sugar plantations were worked, and on these were
employed the cheap labour. The black slaves so exceeded in number the
whites that insurrections broke out in many places. In Minas Geraes, for
instance, out of a population of fifty thousand in the early part of the
eighteenth century, thirty-five thousand were negro slaves, and most of
these recent imports. Some of the whites were so fearful of their own
lives, that the governor petitioned the King to put into execution the
“Black Code,” which meant that the right leg of a fugitive slave might be
cut off and a wooden one substituted. Thus, by terror, the excess of
blacks was kept in subjection.
The proportion of black population is much greater in the
northeastern states than elsewhere. As one journeys south they become
less numerous, until, when you reach the extreme southern states, they
are uncommon. In the state of Bahia, those with a negro admixture far
outnumbered the whites. This is due not only to the fact that slavery
was first introduced there, but also because it was sooner abolished in
that state, and fugitive slaves escaping from the coffee plantations fled
there, just as they did to our own Northern states. Those who were able
to buy their freedom in other states went there as well as those who
were voluntarily freed by their masters, as thousands were all over
Brazil. In Minas Geraes perhaps one-third of the population have negro
blood in their veins.
When slavery was finally abolished, in 1888, there were perhaps
seven hundred and fifty thousand slaves in the empire, the most of
these being held in the coffee producing states. In São Paulo to-day the
negro population is very small, as it is said that the former slaves soon
became decimated by the excesses in which they indulged when
freedom was gained. In the whole republic perhaps very near to one-
half the entire population has at least a trace of negro blood in their
veins. The mixture is very marked in the north, and down as far as Rio
de Janeiro, and almost to São Paulo. There is, however, no race
42. prejudice that I could perceive. In schools I saw kinky-haired boys and
girls side by side with the whites, and in all public places they mingled
freely. Negro lawyers and doctors appeared to be patronized by the
whites, and their families seemed to have friends among all classes.
Officially, at least, there is no distinction, and men have occupied the
highest offices in the republic, who unmistakably had a trace of the
negro blood. Americans, who live there, as well as some native
Brazilians, tell me that there is a growing prejudice among those free
from the negro blood against that race, and even the slightest mixture
of it, until it has now become very noticeable in many ways, and is even
making itself felt in political circles. I am making this statement solely
upon the authority of those who live there, and ought to know better
than a traveller; but, as for myself, I saw no evidence whatever of such
a state of public sentiment.
Says Dr. Hale in his book, “The South Americans,” “I was invited one
evening to a small dinner-party at which we were to meet Senhorita X
——, a young lady freshly launched into society, whose musical talent
was exceptional, even in this land naturally so gifted with love of both
poetry and music. I was the only one of the guests who had not met
her, so that she was smothered with greetings before I was presented;
but when my turn came, I was astonished to find before me what we
would call a mulatto—kinky hair, thick lips and prominent teeth. There
was not the least trace of embarrassment in her or the rest of the
company. She sat opposite me at table, played for us later some brilliant
piano pieces, and kissed all the ladies good-bye with so much ease that
was absolutely impossible to conceive any difference among us on
account of race.”
The next largest foreign element is the Italian, of whom there are two
million or more. They readily adapt themselves to Brazil, because of the
similarity of customs and language. They are frugal and industrious, and
are gradually acquiring wealth and power. A great influence has also
been wielded by the German colonists who flocked to Southern Brazil in
great numbers, about the middle of last century. There are perhaps
nearly one-half million of this stock. They have not progressed as have
the Germans in the United States, perhaps because a living came too
easily, and nature was too bountiful. The majority of them went to Brazil
after the revolution of 1848, and one can trace many of the settlements
43. by the names of the towns. They do not intermingle or intermarry with
the Brazilians like the other colonists, and one can find whole
communities where no one understands the Portuguese language. They
are citizens of Brazil, and yet take little interest in the body politic,
neither caring for the position of alderman or policeman.
It is the Portuguese element in Brazil, of course, that are the most
interesting, and there is at least a remnant of the pure Portuguese left.
And they have many good and excellent qualities. As a race they
frequently lack what Americans term the practical element, but they
have some of the finer traits, frequently missing in our own people.
They have an innate courtesy which is sometimes almost overwhelming.
If the same thing was done by an Anglo-Saxon, in the same profuse
manner, it would be looked upon as overdone; but, coming from a
Brazilian, it is done with such a grace and smoothness that seems only
natural. You are greeted with an exquisite courtesy, especially after one
or two meetings, and the parting is a series of courtesies. You shake
hands about half a dozen times before finally separating, then pause
and turn as you reach the door and make a final bow before leaving the
room; and this final courtesy is always awaited by your host. If friends
separate, or meet after an absence, they fall into one another’s arms
and mutually pat each other on the back as a mark of affection. This is
never done upon first acquaintance. It is a slow ceremony when there is
a large list to be greeted, but it is faithfully gone through with; first a
hand shake, and then the embrace if the intimacy warrants it.
The street car conductor hands you your ticket with a little courtesy,
and even the hotel servant, and they are always men, finds time to say
obligado (much obliged), when you hand him the gratuity he expects as
a matter of right. The carigador at the station, who carries your
baggage to the train, may haggle with you over the price, but when the
affair is settled he courteously tips his hat and wishes you a bom viaje,
which means “a pleasant voyage.” If you remove your coat on the train,
or enter a first-class car without wearing a collar and tie, the conductor
reproves you with a little courtesy, as though he was performing a very
unpleasant duty. The clerk in the store never hurries you in making your
purchases, but patiently places himself at your disposition. And so it is
as you travel all through the country, there is courtesy present
everywhere, and you can not help but like the people for these traits.
44. LABOURERS’ HOMES ON A PLANTATION.
They might also teach us something in their philosophical outlook
upon life. The doctrine of “don’t hurry” and “don’t worry” is deeply
rooted, and gives them greater enjoyment in life than among a race
whose nerves are continually on edge. They resent any assumption of
superiority, but recognize freely and generously the good qualities of the
Anglo-Saxon. There is a lax moral tone on the part of the men which
could be much improved, and which would greatly benefit the country at
large.
In the homes that I visited excellent taste was shown in the furnishing
and decorations. There was only one arrangement that grew painfully
monotonous. In the reception room a couch was always placed against
the wall, and the chairs for guests invariably placed at right angles to
this, a row at each end. This gives the host or hostess a chance to see
each guest, and the favoured one is invited to share it with her, or
possibly to occupy it alone. The chairs are oftentimes stiff and
uncomfortable, but it is bad taste to move them, or twist around in
them, as Americans are often accustomed to do. The house is yours for
45. the time being. As one man told me in broken English, “your house” and
“your friend.” And it was my house, at least I was welcome in it; and he
was my friend, I am pleased to say, for he proved it. When you are
going away in Brazil, your friends always accompany you to the station,
no matter how far away or how early in the morning. I must admit it is a
pretty custom, and makes you feel that friends are a good thing to have.
I have had Brazilian friends, of only a few days’ standing, perform this
little courtesy, men of prominence and influence, and I confess that it
reaches a tender place in my heart.
The Brazilian women are handsome in their youth. Their bright eyes
and dark features at that age are very fascinating. Especially in Rio their
physique is much better than that of the men, for the “stronger sex” in
that city are mostly narrow-shouldered and rather thin-chested. The
women dress with good taste, but their styles have no uniqueness about
them, for they wear the same high-heeled, uncomfortable-looking
shoes, and the same large Parisian-shaped hats that have driven men to
despair the world over. As their years increase, however, they have a
tendency to become stout, due perhaps to hearty eating and lack of
exercise. I must say that the Brazilians are particularly fond of eating,
and in this hot climate will devour much more food, and especially meat,
than those from colder climes; and, in addition, they seldom eat the
noon breakfast, or dinner, without at least half a bottle of light wine of
some kind.
At Rio, and in Northern Brazil, the women are subject to all the social
restrictions that have ever been the lot of women in Latin countries. The
young women can not go out unaccompanied by an older woman or the
family servant, and in the social life there is nothing of what American
women would term freedom. They perhaps do not miss this so much,
for it has been the custom of the race for generations untold. At São
Paulo, and some of the other southern states, there is a noticeable
breaking away from the centuries-old traditions, due, perhaps, to foreign
influence. There one can see even young Brazilian ladies out alone on a
shopping tour; and, although there is not freedom of association among
young people of the two sexes, the beginning of the change is apparent,
and I would not be surprised to see even a radical change in this respect
in another decade or two. The women there are beginning to feel the
narrowness of their lives, and to long for the freedom which they see
46. the young people of other nationalities enjoy. One will likewise find
women employed in some of the stores, and occasionally, in other public
positions in the cities of that state.
It is true that political ideals in Brazil are not so lofty as they should
be. If the reports of investigation committees are true in our own land,
however, our own stables need a little looking after. There is
undoubtedly more “graft” in Brazil than with us. Nevertheless, the
Brazilians are not without ideals. The development of the artistic in
parks and buildings is a convincing proof of this. The officials demand
work to be up to specifications, and then want their “graft” to be over
and above this, instead of the American practice of “skinning the job” to
accomplish the same end. This is their system, and there is generally
not so much coarse juggling as sometimes happens with us. Bankruptcy
is not so common as with us, and bills contracted by private individuals
are generally paid. The men are reprehensible in their private conduct,
but the women are generally good.
Said an American to me, who has lived in that country for forty years,
and who is the best judge of Brazilian character that I know: “The
Brazilian women, those who have not the mixture of negro blood, are
good and pure, and in them lie the great hope of the race.” They are
domestic, are the mothers of large families, and nowhere is there a
sincerer love for their children shown than by these Brazilian women. In
Rio there is a fast set, just as there is in every large city where there is
wealth, and an idle class, and where every opportunity exists for the
indulgence in vice. In the lower classes, and there are practically only
two classes in Brazil, looseness in the sexual relation is very common
and the percentage of illegitimacy is high. It is not looked down upon,
and neither the unfortunate children nor their mothers receive social
ostracism.
The upper classes of the Brazilians are a well educated and cultivated
people. Most of them have been schooled in France, and speak the
French language almost as fluently as their own. In Paris there is always
a goodly sized Brazilian colony, and the boats passing between Rio and
Europe always carry a number of Brazilians to and from that European
capital. They find the atmosphere of the French capital more congenial,
and full of the simpatica which means so much to the Latin people. The
47. girls who go abroad for education are all sent to the convents of France,
but many boys are now sent to schools in the States, especially for a
technical education. Those who do go come back enthusiastic over the
United States, and many of them bring back American wives, much to
the discomfiture of the parents.
An aristocracy exists which can yet be traced, and it is an aristocracy
of wealth. It divides, with a sharp distinction, the aristocracy from the
labouring element. It is perhaps unreasonable to expect the classes
developed by a monarchical form of government to disappear so soon,
for the spirit was imbued in the dozen or more generations preceding
the present one. Among that class it was considered a disgrace to labour
with one’s hands, and this fact has made politics and the holding of
political positions a profession. This weakness in politics is, in my
opinion, one of the evils of Brazil. It becomes a business and a passion
with the men, even in a more intense degree than in our own land. The
young man must first secure the title of doctor, and every professional
man, physician, lawyer, civil engineer, teacher, etc., receives this title.[1]
Then he must obtain some government appointment. Finally, when his
own prestige becomes great enough, he seeks election to some office.
To politics can be blamed the lack of advancement in many lines.
Said one of the wealthiest and most progressive business men in Rio
de Janeiro, himself a Brazilian, to me: “Politics are the curse of the
country. It is all words and delay. The politicians like to talk about their
great country. They boast that the Amazon is the greatest river in the
world, so large that the Mississippi dwindles into an insignificant stream
in comparison; that Rio is the finest harbour in the world and capable of
floating all the navies in existence; and that Brazil has the greatest
undeveloped natural resources in the world. When any of the resources
are developed, however, it is not these men who help to do it, but it is
the foreigner who sees the opportunity and grasps it. Congress meets
and talks politics, instead of passing the necessary legislation. They
want to subsidize everything instead of giving competition a chance. I
am past sixty years of age, and it has been that way ever since I can
remember.” This is quite a severe arraignment of the evils of politics, but
it was exemplified during my own visit. The regular session of Congress
came to an end in October, and a special session was at once convened,
48. because the necessary appropriation bills had not been passed. This was
just a few days before the special service must adjourn, and no progress
had then been made. Long speeches were made, but most of the talk
was regarding the two candidates for the presidency. As this was the
first time in the history of the country that there had been two active
candidates for this high office, the senators and deputies spent their
time arguing the merits of their respective candidates. The Congress
had then been in continuous session for almost nine months.
Another unfortunate condition and characteristic is the dependence
upon what Americans would term “pull,” or influence. Even the well
qualified young man depends more upon that than upon the real
qualifications he possesses. So many are looking for “soft snaps” that it
becomes absolutely necessary to provide them. I heard of this from so
many sources, both native and foreign, that I am fully impressed with its
evil. It is even customary in educational institutions for students, who
have not been diligent, to bring to their professors at examination time
letters of recommendation from influential persons, stating why this
particular student should be passed or given his degree. Foreign
teachers soon shut down upon this method, and it has had a beneficial
effect in their schools. Any work that is done under a concession must
have a government inspector on the payrolls, and the man appointed is
frequently one who knows nothing about the work, but draws his salary.
A college must have a government inspector, who has nothing in
particular to do except that he must attend the examinations, and no
degree is granted without his approval. This inspector may or may not
be qualified for the position, but the salary of three hundred milreis per
month from the college makes it a nice political appointment, for it is
practically a sinecure.
The Brazilians are ambitious, but a lack of energy interferes with what
they otherwise might accomplish. In many of the government
departments and industries foreigners are employed at large salaries,
which might just as well be filled by natives, if the young men would
only qualify themselves. Very many of the agricultural schools and
experimental stations are in the charge of foreigners, Americans,
Belgians, French and German. They are rather fanciful and visionary in
their plans, and will not begin at the bottom as is necessary. They would
rather build the superstructure first, for that is the showy part. It is
49. perhaps the innate ambition, however, that will finally lead the country
out of the rut. They are willing to be led but cannot be driven.
“There is no public opinion in Brazil,” said one of the most influential
and ablest men in Brazil, a man who has travelled extensively and made
a study of other nations. “The masses do not think. The politicians plan
and carry out things themselves and create the opinion.” This strikes me
as being true. Politicians are the same everywhere, and here they have
practically a free hand. A large percentage of the population are not able
to read or write, and the percentage of those who do take an interest in
politics is small. They say that there is no use; but it is a bad precedent.
In every state there is a small clique who rule the politics of that state.
If a man announces himself as a candidate for president, for instance,
these wise men get together and announce their positions; and this
announcement is everywhere taken without question, as the choice of
the state. No political ring in the United States has ever been able to
wield such absolutely despotic power as these cliques. There the voters
will occasionally wake up and smash the corrupt machine, while in Brazil
the elections are usually merely perfunctory occasions that must be
gone through with. This does not mean that every one of these
machines is bad, for many of the men who have this power use it for
the benefit of the people, and have done much to advance the interests
of the masses. To them great credit should be given, for, having it in
their power to do absolutely as they wish, they have the courage and
honesty to use this power in the interest of the people, just as much as
if they had secured it from the people by a popular suffrage. Out of the
eighteen million people in the country there are perhaps six hundred
thousand qualified to vote, and there have never been more than four
hundred thousand votes cast in any presidential election.
The people enjoy play, and always welcome “festa” occasions.
Holidays are numerous and all join in their celebration. Brazil has two
independence days, the 7th of September and the 15th of November,
which are national holidays and universally celebrated. The carnival
season, however, which occurs the week preceding Lent, is the occasion
of the greatest merrymaking. It lasts for three whole days in Rio de
Janeiro, and, during that time, business is wholly suspended in the
cities. There are processions with music, and the streets are full of
people in mask and gown, who dance and sing and blow horns and
50. make disagreeable noises in general. Disguised in dominoes and masks
they blow their horns, talk in falsetto voices, while the balconies and
windows are filled with crowds of onlookers, women and children being
especially prominent. Few people wear their best clothes, for it is the
custom to squirt perfumed water over passers-by from these balconies.
This perfumed water is contained in little leaden vials, which are sold at
stands all over the city. The streets are hung with the banners of all
nations, little flags and coloured lanterns, and have all the appearance
of a gala occasion.
THE FIFTEENTH OF NOVEMBER IN SÃO PAULO.
On the last of the three days a grand procession is held. It is a
procession of mounted military bands, men and women in ancient
costume, immense floats, papier-mache figures, grotesque animal
representations, men burlesquing women actresses, and women dressed
as pages. King Carnival, upon a gorgeous throne, is always a part of the
procession. The procession winds in and around one street after
another, along the Avenida Central and the Beira Mar, and often takes
hours to pass a given point. At night masquerade balls at the various
51. theatres end the gaieties. The galleries and boxes are always filled with
an interested audience, but the floor is given up to revelry and
suggestive dancing, which would not merit the approval of polite society.
52. CHAPTER XI
EDUCATION AND THE ARTS
The educational facilities in Brazil are not of the best in the republic as
a whole. In some of the states, such as São Paulo, Rio de Janeiro and a
part of Minas Geraes, the provisions are fairly good, but in none of them
has the work been systematized in the same way that it has in our own
land. Until the establishment of the republic the instruction was almost
entirely in the hands of the church, but the duty now rests upon the
various states and municipalities. Statistics upon education in Brazil are
very unreliable, just as are their census reports, so that whatever or
whosesoever figures are followed there will be errors. It is perhaps safe
to say that not over twenty-five per cent. of the total population are able
to read and write.
The government has issued a volume which gives the figures of
school enrolment of the various states, which is the first attempt on the
part of the federal government to give educational statistics. In a few of
the states, so the official report says, the estimates of school enrolment
are not complete, since it was impossible to secure complete returns
from some of the rural districts, but in the main they may serve to give
a fairly adequate idea of the educational facilities in the republic; at any
rate, they are the best figures that are obtainable. The figures include all
schools, whether of public or private character, state or municipal. The
total number of primary schools reported is eleven thousand one
hundred and forty-seven, of which one thousand eight hundred and
fifteen are public municipal schools, seven thousand and eighty nine
public schools under state control, and mostly in the smaller towns and
villages, and two thousand two hundred and forty-five private schools,
most of which are in the larger towns and cities. The state schools,
which are improperly designated as rural schools, have an enrolment of
three hundred and forty thousand six hundred and ninety-seven, and an
attendance of two hundred and forty thousand six hundred and ninety.
The municipal schools have an enrolment of one hundred and six
53. thousand seven hundred and fifty-four, and an attendance of sixty-nine
thousand four hundred and thirty-two. Private primary schools have an
enrolment of one hundred and ten thousand eight hundred and forty-
one, and an attendance of eighty-one thousand and sixty-six. Of the
three hundred and twenty-seven secondary institutions twenty-nine are
public and two hundred and ninety-eight under private control, the
former having an enrolment of four thousand and the latter of twenty-
six thousand two hundred and fifty-eight. No figures of the actual
attendance at these institutions were given, but it would probably not be
much less than the enrolment. If these government figures are correct,
and the population is twenty million five hundred and fifteen thousand
as claimed, in that same report, then scarcely three per cent. of the
population may be regarded as enjoying school privileges. This estimate
takes on new significance when one considers that the proportion of
rural population is very high, as compared with the entire population,
and shows how much less the facilities are in those sections. In the
Federal District, for instance, which includes the city of Rio de Janeiro,
and where the population is almost entirely urban, there is an estimated
population of eight hundred and fifty-eight thousand, and a school
enrolment of sixty-one thousand nine hundred and thirty-three. In the
state of Alagoas, on the other hand, with an almost equal population,
and where it is altogether rural with the exception of a few coast towns,
there is a school enrolment of only fourteen thousand and ninety-two.
The state of Pernambuco, with only one town of any size, and that the
capital, has a school enrolment of only twenty-two thousand eight
hundred and fifty-two, in a reported population of one million three
hundred and ten thousand. More comparisons might be made, but with
these explanations the reader can figure them out from the table.[2]
54. A SCHOOL FOR BOYS IN SÃO PAULO.
The school instruction, except in the Federal District and the
professional schools, is in the hands of the various states. In none of
them does a compulsory educational law exist, and, if it did, the facilities
do not exist to take care of those of school age who would thus be
obliged to attend. As will be seen by the comparisons the provisions for
instruction and the illiteracy vary much in the different states. Some of
the states are richer than others, and can afford to spend more money
for public requirements, and others are naturally more progressive. All of
the schools in the various states are modelled on the same general plan.
I have chosen those of São Paulo for illustration, because that state has
made better progress along educational lines than the others, and
because I made a special study of the school system of that state.
55. A SCHOOL FOR GIRLS IN SÃO PAULO.
The schools are divided into three classes: primary, secondary and
superior. The primary schools are again divided into preliminary and
complementary instruction. The preliminary instruction is given in
ungraded schools, and the law requires the establishment of an
ungraded school in every community where there are from twenty to
forty pupils of school age, although this has not always been done.
Where there are six or more of these schools, a “school group” may be
established, in which teaching is graded. In this state there are about
eighty of these school groups. In addition there are a number of night
schools where similar instruction is given to those who are unable to
attend the day schools, or who have passed the school age and lacked
the opportunity for an education in their youthful days. Of these there
are thirty-four in the state at the present time. A few free kindergarten
schools are also maintained in the capital, but this feature of instruction
has not been developed much as yet.
The secondary instruction is given in what are termed gymnasiums.
All of these schools, whether public or private, in order to be recognized
56. over the country, must conform to the regulations laid down by the
National Gymnasium at Rio de Janeiro. They must observe the
programmes and courses of study laid down by that institution, and the
student in one of these gymnasiums is given the degree of bachelor of
letters, or science, after a course of study covering six years. In the
state of São Paulo, there are three of these schools: one in São Paulo,
one in Campinas and one in Riberão Preto. The course of study is about
equal to that of the average high school in the United States, and
prepares the student to matriculate in the schools for superior
instruction. The so-called superior schools are those devoted to technical
and professional education. For superior instruction there are in this
state two institutions: the Law School and the Polytechnic School, of
which the former is a federal institution, and has graduated some of the
brightest lawyers and statesmen of the republic. The Polytechnic School
is devoted, as its name indicates, to the teaching of the practical
sciences, and is fitted with the necessary apparatus for such instruction.
The school year in the public schools is generally from the first of
February, or March, to the end of the following November, but the
professional schools do not begin as a rule until the first of April. A
model school, the Braz Grupo, is maintained in São Paulo, which is used
as the name would indicate, as an example for the other schools.
One school of which this state is very proud is the Normal School,
which has departments for all grades from the kindergarten up. Its
primary object is to prepare teachers for the work in the other schools,
and in this respect it is doing an admirable work. As its accommodation
is limited the students are only admitted upon special recommendation,
and it is sometimes difficult for a boy or girl to secure admittance, as it
is always full. The normal course extends over a period of four years,
and covers a wide range of subjects. It is fitted up with a good library, a
chemical laboratory, gymnasium, modelling rooms and apparatus for
manual work. It has turned out several hundred graduates, of whom the
proportion of women exceeds that of men in about the same proportion
as they do in our own land.
The director of public instruction in this state is a progressive man,
and is making many improvements in the work. He made a trip to the
United States in order to study the system there, and brought back a
great many practical ideas. He is arranging the courses of study and
57. method of instruction in the schools of this state after the system in use
in the United States. It cannot be done all at once as there are certain
prejudices in the minds of some that must first be overcome. This
process has been in operation for several years, and one can see the
good results. The building was originally planned by an American lady
teacher, who was brought down for that purpose. The only two modern
languages taught, except the Portuguese, are French and English. This
is a compliment to our tongue to have it chosen in preference to the
German and Spanish, as is generally the rule. Their method of teaching
the English is very practical too. This means that in the course of a few
years the English language will be much more common than it is to-day.
I found that the people were anxious to learn English, and those who
did know it were proud of the accomplishment. Formerly they desired to
know only French, in addition to Portuguese, for that was the polite
language; but, as commerce has developed, the desire to know English
has increased in proportion, until now all those who are able to go to
the higher institutions of learning are taking up the study of English.
There are a number of other institutions of learning in this state, most
of them under the auspices of the various Roman Catholic orders. Some
of these schools are of a very high order and are doing their share in the
work of raising the standard of education. One of the best of their
institutions is a large convent school for the education of girls. The most
important non-Catholic institution is the Mackenzie College, which was
founded by Presbyterian missionaries, but is now undenominational. At
its head is the venerable Dr. Horace M. Lane, a scholarly and able man,
whom I am glad to enrol as a friend. Dr. Lane first came to Brazil in
1857 as a physician, and has lived there continuously since that time,
except for a period of fourteen years, during which he practised
medicine in the United States. When the college was endowed with
$50,000 by John T. Mackenzie, of New York, whose name it now bears,
Dr. Lane was chosen president and has remained at the head ever since.
The will of the above benefactor left the college a large additional sum
of money. Dr. Lane understands the Brazilians as few Americans do. He
is a very kindly and generous critic, and frankly tells them their faults
without flattery. His candour and frankness have won him friends and
the respect of all, and even of the Catholic clergy. Mackenzie College is
unique in that it has never asked recognition of the government, but is
58. affiliated with the University of the State of New York. This institution
has been in existence a number of years, and its instructors have had
the pleasure of seeing many of its graduates reach positions of the
greatest importance, both at home and abroad. The resident foreigners
send their children there, and the Brazilians do likewise. A graduate of
Mackenzie College has a recognized standing all over the republic even
though it has not asked for government recognition, and placed itself
under the necessity of maintaining an official inspector on its pay roll.
59. STUDENTS AT THE AGRICULTURAL COLLEGE, PIRACICABA.
The O Granberry College, at Juiz de Fora, in the state of Minas
Geraes, is another progressive North American college, under the
auspices of the Methodist Episcopal Church South, that is making a
reputation in Brazil. I had the privilege of attending the commencement
exercises at this college, in company with the American Ambassador and
his military attaché. The festa exercises, as they term it in Brazil, were
attended by a very large audience. Representative citizens of the
community, including the mayor of the city and the president of the
Camara, which is a sort of county council, were present on the platform.
This shows a truly liberal spirit, for perhaps only a very small proportion
of the audience were other than Roman Catholics. This school
maintains, in addition to the regular academic courses, schools of
pharmacy, dentistry and theology. Their schools of pharmacy and
dentistry are among the very best in the republic. A government military
instructor is also kept to drill the boys and young men in military tactics,
much the same as in the colleges of our own land. I was surprised to
find a number of young women taking up the study of pharmacy and
dentistry, for it seemed a wide departure in this land of conservativeness
60. and tradition, which has heretofore denied to woman that larger field
granted to the sex in Anglo-Saxon countries. The generous spirit and
encouragement shown to these institutions, conducted by aliens and
Protestants, and the wider field granted to women, are good omens, I
believe, for the future of the land.
A number of states have established agricultural schools, which
promise much for the future. The best one of these schools is the Escola
Agricola, at Piracicaba, which is maintained by the state of São Paulo.
The site for this college was presented to the state by one of its
progressive citizens. The Secretary of Agriculture of that state travelled
widely throughout the United States and Europe, studying places and
methods, and finally decided to establish the school on the American
system. He then engaged Dr. Clinton D. Smith, an American, who had
been at the head of a prominent agricultural college in the United
States, to take charge of the work. The faculty also include two
Frenchmen, one Belgian, one Bulgarian, one Portuguese and a number
of Brazilians, making quite a cosmopolitan board of instructors.
The institution is housed in a large, beautiful building, and its
equipment is equal to our own best institutions. The student is
instructed in the analysis of soils, and the introduction of modern
machinery for their cultivation; in botany, and a good course in stock
raising; and in physics, even to measuring the force of a waterfall, or
winding a dynamo. There is also a course in physiology, hygiene and
medicine for emergencies, as well as much-needed instruction in
political economy. The most practical feature is the actual work on the
farm which every student is obliged to do. He must work for two hours
each day in the actual occupation of handling a plow, rigging a harrow,
managing a mower or reaper, and learn how to repair any of the
common machines on the plantation. Students from a number of states
attend the school, and many of them are sons of wealthy Brazilians. As
the able director told me: “It is a good and much-needed training for a
set of boys born where slavery was in existence, and in a land where to
work with the hands is a sign of inferiority. The hope of the college is to
exert a fundamental influence on agriculture, where monoculture is the
rule and polyculture ought to be.” It will do more than that, for such
instruction will have an important bearing in developing the character of
these young men as well.
61. Portuguese writers are prolific. Few countries have produced more
literature, compared with the number who speak the language, than
Portugal and Brazil. The Portuguese language is especially rich in
expression, and is said to be the nearest to the classic Latin of any living
dialect. It lends itself easily to poetic expression, and there have been
many poets. The Brazilians are fond of elaborate and flowery
expressions, and this verboseness and ornate form of expression runs
through their literature and public speaking. At the commencement
exercises mentioned above the addresses of some of the graduates
were most elaborate. Where an American graduate would have started
out with “Ladies and Gentlemen,” and perhaps have added “our dear
professors and honourable trustees,” the Brazilian youth took several
minutes to make his introductory remarks, and pass around his
compliments to the professors and other dignitaries who were on the
stage. No one was omitted in the general round of compliments.
Impromptu poems spring up on every and all occasions, and the recent
visit of a high state official of the United States prompted more than one
poetic effusion, many of which were fortunately suppressed by the
committees in charge of the festivities.
Brazil has produced a number of eminent writers. The best known,
and perhaps most widely loved of all, is Gonçalves Diaz, who has been
called the Longfellow of Brazil. He died nearly a half century ago, but his
memory has been honoured by monuments and streets named in his
honour, and his name has been kept green by continuous quotations
from his writings. The “Song of the Exile,” written by him, has been
called the “Home, Sweet Home” of the Brazilians, and is said to be
quoted more than any other poem in the language. Says Mrs. Wright:[3]
“No translation has ever been made which in any sense reveals the
exquisite delicacy of touch in the original, or its plaintive rhythmic
melody, though many attempts have been made to put it into English
and other languages. Throughout the six stanzas of which it is
composed, the little poem voices a heart cry of homesickness. After
recounting, with childlike simplicity, the charm of his native land, its
palm trees, and the sweet-voiced Sabiá, the favourite songbird of Brazil,
he prays with touching pathos to be spared to return, that he may once
more see its glorious palms and hear the Sabiá sing.” Diaz had received
a good education in Portugal, and became a professor of history in the
62. college at Rio. Many of his poems have a historic basis and deal with
events of history. He served on several government commissions,
among which was a trip up the Amazon with a scientific commission. On
this trip his health was ruined, and from that time he was an invalid to
the time of his death. On his return from a trip to Europe his vessel was
shipwrecked, and his remains went to a watery grave, at the early age
of forty.
There have been many other and excellent writers, both of fiction and
poetry, in the past century, but few of them are known to the English-
speaking world, as translations have not been made. Some excellent
histories have been written also, which have been fostered and
preserved by the Brazilian Historical and Geographical Institute. Dr.
Machado de Assis is one of the most distinguished living writers, who
has written both poetry and fiction. Dr. Olavo Bilac has also written
many beautiful poems, and is one of the best-known writers and orators
of the day. I had the pleasure of meeting him, and listening to an
address by him, and it was a very pleasing address, distinguished for its
purity of style. Dr. Ruy Barbosa, prominent also in political circles, has
been a prolific writer in many lines. There is scarcely an important
subject that his pen has not touched upon, from fiction to the intricate
problem of international law. Baron de Rio Branco, a member for many
years of the official cabinet, and Dr. Joaquim Nabuco, late Ambassador
to the United States, who died a few months ago in Washington, are
also writers of considerable merit.
The press of Brazil is a strong factor in the literature of the country, as
well as in the politics. Nearly every politician is a writer, and, conversely,
nearly every writer is more or less of a politician. Speeches are
published in full, and politics and literature fill a large part of the space
in the average Brazilian newspaper. The first newspaper established in
Brazil was the Gazeta do Rio, in the year 1808, and other newspapers
followed soon after in many other cities. The oldest paper in the capital,
as well as the most influential one to-day, is the Jornal do Comercio,
originally established as the Spectator, in 1824. Its contributors have
included all the leading politicians and writers since that time. It is a
large and well-printed newspaper of many pages, and is well edited. O
Paiz, Correio da Manhã, Jornal do Brazil, Gazeta de Noticias, Diario do
Commercio, Diario de Noticias, A Noticia, O Seculo, Correio da Noite and
63. A Tribuna are the other leading daily newspapers in the city to-day. O
Malho and Revista da Semana are weekly reviews, while O Tico-Tico and
Fon-Fon are illustrated comics. São Paulo, the second city, has a dozen
daily newspapers, more than the average city of the United States of the
same size. O Estado de São Paulo and the Correio Paulistina are the
leading and most influential ones. The Brazilian Review, a weekly
journal, is the only English periodical published in the country, but there
are several German and Italian publications. There are also a number of
class publications and trade journals, and nearly every town and city has
a local daily or weekly publication.
The artistic sense is one of the essential elements of the Latin
character. It has perhaps reached its highest development with the
Italian race, but the Spaniards and the Portuguese also have this talent
well developed. The traveller throughout Latin America can not fail to be
impressed by the transplanted art that he finds everywhere in evidence.
In Mexico, Central America and Peru he will find the original sense
tinged with the Indian influence of the ancient races, who developed an
architectural style of their own. Along the Atlantic coast of South
America this element is lacking, because the Indians of that coast had
not reached an advanced civilization, and lived in the crudest way.
Hence the architecture of Brazil corresponds more nearly to the
established schools that one will find in Latin Europe.
The Latin Americans strive for beauty, and, for myself, I must say that
in general I admire their style. Some of their buildings would not appear
well in a cold climate, but in design and decoration they are well
adapted to the country. The government buildings, the plazas, the
numerous statues, all have lines of beauty that please the eye. In small
towns far from the railway one will oftentimes stumble upon a church, a
convent or some other building of real artistic beauty and design. These
buildings in a sense satisfy the artistic hunger of the race, and they are
the objects to which every resident points with pride.
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